Trade restrictions and novel coronavirus pneumonia disruptions in supply chain are the main reasons for the shortage of power chips, according to people familiar with the matter. The United States is trying to limit sales to Huawei, which has stockpiled a lot of parts. That leaves fewer parts for other buyers, people familiar with the matter said.
At the same time, inventory hoarding has added to the challenge facing the global electronics industry, which is still recovering from the blockade earlier this year. Earlier this year, the epidemic blockade disrupted transportation and forced factories to shut down. Supply disruptions are expected to continue in the next two quarters, people familiar with the matter said.
Power management is more important in the iPhone 12 than other models, given the additional camera features and new 5g features, which increases Apples demand for these components. The company recently launched four 5g models, and analysts expect strong consumer demand for these devices.
In a recent conference call with analysts, Tim Cook, Apples chief executive, warned that the supply of the iPhone 12, MAC, iPad and some apple watch products might be limited, but he did not specifically mention power management chips.
The chief executive also said the iPhone supply problem was not surprising because Apple was just beginning to increase production. He added that it was difficult to predict how long the supply limit would last. An apple spokesman also declined to comment.
Apple has a number of suppliers of power management chips, according to ifixits recent disassembly report. For example, the iPhone 12 Pro uses Texas Instruments components to manage the power supply to the camera system. At the same time, STMicroelectronics and Qualcomm offer similar chips.
Apples ability to stimulate demand for its products in China comes at a time when iPhone supply is facing disruption, after the company recorded its worst quarterly revenue data since 2014. Investors are worried that Apple may lose to its local rivals at the home of Huawei and Xiaomi.
In the United States, looking at Apples website shows that orders for the new iPhone 12 Pro will not reach customers until the end of November or early December, and there is no delay in the iPhone 12. The new iPad will be delivered between mid November and the end of the month, while the apple watch will be delivered in late November. (small)
Source: Wang Fengzhi, editor in charge of Netease science and Technology Report_ NT2541